System and method for predictive live interaction offering and hosting

ABSTRACT

A system and method are presented for predictive live interaction offering and hosting. A mechanism may be provided for controlling outstanding offerings, or invitations, of communications with users through points of service. Offerings may include a live chat or a telephone callback request. In one embodiment, offerings may be optimized by analyzing factors such as agent history to predict when and how many agents will be available. Calculations may be continuously performed as invitations are accepted, declined, timed out, etc., to make certain more offers than can be handled are not extended.

BACKGROUND

The present invention generally relates to telecommunications systems and methods. More particularly, the present invention pertains to handling invitations of communications with users through points of service.

SUMMARY

A system and method are presented for predictive live interaction offering and hosting. A mechanism may be provided for controlling outstanding offerings, or invitations, of communications with users through points of service. Offerings may include a live chat or a telephone callback request. In one embodiment, invitations may be optimized by analyzing factors such as agent history to predict when and how many agents will be available. Calculations may be continuously performed as offers are accepted, declined, timed out, etc., to make certain more offers than can be handled are not extended.

In one embodiment, a method for controlling invitations to users through points of service is presented, comprising the steps of: allowing one or more invitations fitting an interaction profile to be distributed; optimizing a number of invitations; and performing an analysis to determine if a limit of accepted pending invitations is reached.

In another embodiment, a method for controlling invitations to users through points of service is presented, comprising the steps of: predicting a number of free agents at a point in the future; applying a multiplier to said number of free agents to determine a number of invitations to make based on agent availability; setting aside a number of reservations of invitations; and distributing invitations to users.

In another embodiment, a method for controlling invitations to users through points of service is presented, comprising the steps of: computing a number of predicted available agents using at least one of: an expected acceptance rate, a maximum time limit for an invitation to remain available, and agent availability; allocating a number of invitation tokens; returning a live invitation to a user via a method of communication; and determining if a user has accepted an invitation.

In another embodiment, a system for controlling invitations to users through points of service is presented, comprising the steps of: means for allowing one or more invitations fitting an interaction profile to be distributed; means for tracking a number of invitations; and means for performing an analysis to determine if an accepted pending invitation limit is reached.

BRIEF DESCRIPTION OF THE DRAWINGS

FIG. 1 is a diagram illustrating the basic components of an embodiment of the system.

FIG. 2 is a flowchart illustrating a process of an embodiment.

FIG. 3 is a flowchart illustrating a process of an embodiment.

FIG. 4 is a sequence diagram illustrating an embodiment of acceptance of an invitation.

FIG. 5 is a sequence diagram illustrating an embodiment of an invitation decline.

DETAILED DESCRIPTION

For the purposes of promoting an understanding of the principles of the invention, reference will now be made to the embodiment illustrated in the drawings and specific language will be used to describe the same. It will nevertheless be understood that no limitation of the scope of the invention is thereby intended. Any alterations and further modifications in the described embodiments, and any further applications of the principles of the invention as described herein are contemplated as would normally occur to one skilled in the art to which the invention relates.

Many web sites and products, for example, have implemented features that will offer a live chat or a telephone callback request if a potential user, or customer, is viewing or accessing content on their point of service. A point of service may include, but not be limited to, a web site or a mobile application. An offer of a live chat may only occur if an agent is available immediately. The intention of this feature is to entice a potential customer or a user into direct human interaction by the immediacy of an agent being available. However, a free agent may be offered to more than person. If more than one user is at the point of service, but only one agent is available, offering an interaction to more than one user increases the probability that more than one will accept. At least one of the users may then be without an agent and waiting, which may be referred to as an “abandon”.

In at least one embodiment, a mechanism is provided for controlling outstanding invitations, optimizing the number of invitations, and monitoring the allowable limits of offer acceptance. Mechanisms may control outstanding offerings, or invitations, in several different ways. In at least one embodiment, one or more offerings may be allowed that fit a specific interaction profile. These pending offerings may be referred to as “Reservations”. A limit to the number of offerings that are accepted may also be provided. The duration for an offer to remain valid may also be set.

In at least one embodiment, the number of offerings may be optimized. For example, an agent answer history may be used to predict when agents will be free. A certain level of confidence may be determined that, for an amount of time, a certain number of agents may be available. For example, if for the next 10 seconds, it is confident that there are at least 5 agents available with a 60% chat acceptance rate, then 8 invitations may be extended to users. It may also be predicted how long the agents will be free. Predictions may be made by re-evaluating every agent's change of status, such as “available”, “busy”, etc. Predictions may be based on a configurable time window to reduce the computation load of the prediction. The answer history may also be used to predict how many offers will be answered based on past history. A predictive dialer, such as Interactive Intelligence's Interaction Dialer® may be used to make such predictions. Aggressiveness factors within a predictive dialer may be utilized to factor in the allowable number of invitations to be answered. Abandon limit factors may also be included that are used in a predictive dialer to decrease the aggressiveness of offerings to achieve desired abandon limits either by desire, such as manually by the agent, or as required by current or future regulation. Predictions may also be made using categorization of calls that allow incorporation of agent skills or other customer subdivisions of the interactions into any statistical grouping of customers' choice.

In at least one embodiment, when offered interactions are accepted, a check is performed to determine if the accepted limit is reached. If the accepted limit has been reached, then the outstanding invitations are revoked. A re-calculation may also be performed to determine if offers can continue to be made based on current agents and future predictions.

FIG. 1 is a diagram illustrating the basic components in one embodiment of a system, indicated generally at 100. The basic components of the system 100 may include: a User 105, a Service Provider 110, a Network 115, and a Managing Tracking Agent Module 120 which may comprise a Routing Module 121, a Tracking Module 122, and a Data Module 123. System 100 may also include a plurality of Agent Workstations 125.

A User 105 may comprise a potential customer who is accessing a point of service. For example, a user 105 may be browsing on a website on the Internet and be identified as a potential customer to be made an invitation for communication. Such an offer may comprise a chat, instant message, telephone call or a callback request. A telephone call may be of the “click to call” type, where a User 105 is immediately called by the system and placed in queue to talk to an agent. In a situation where a User 105 does not have time to talk at the moment or an agent is unavailable, a callback may be desired. Identification of a User 105 as a potential customer may be made by monitoring the navigation of the User 105 on a webpage. For example, if a User 105 is clicking on links within a page to learn more about a product or exploring the site, they may be identified as a potential customer. If a page is opened and no activity occurs, for example, this behavior may not be indicative of a potential customer.

A Service Provider 110 may function as a gateway for a device. For example, the Service Provider 110 may comprise a web server, a User Interface Application between public users and services, or any type of customer relations application on any networkable computing device, either mobile or non-mobile. Such an example may include Interactive Intelligence, Inc.'s, Interaction Mobilizer product.

The network 115 may be in the form of a Local Area Network (LAN), Municipal Area Network (MAN), Wide Area Network (WAN), such as the Internet, a combination of these, or such other network arrangement as would occur to those skilled in the art. The operating logic of system 100 may be embodied in signals transmitted over network 115, in programming instructions, dedicated hardware, or a combination of these. The network 115 may, in one embodiment, regulate the User's 105 view of the process. The Network 115 may also provide communication between the Service Provider 110 and the Server 120.

A Managing Tracking Agent Module 120 may comprise a server that the client communication software is stored on. Such an example may include the Interactive Intelligence's Customer Interaction Center ® or Cisco CallManager. The Managing Tracking Agent Module 120 may be comprised of modules such as the Routing Module 121, a Tracking Module 122, and a Data Module 123. The Routing Module 121 may route an agent interaction to the user. The Tracking User Module 122 may track users that are available or receptive to receive an offer. The Data Module 123 may be responsible for providing predictive statistics and/or processing future predictive data of agent availability.

An agent workstation 125 may include a work station computer 128 coupled to a display 127. Workstation computers 128 may be of the same type, or a heterogeneous combination of different computer devices. Likewise, displays 127 may be of the same type or a heterogeneous combination of different visual devices. It should be understood that while one work station 125 is described in the illustrative embodiment, more may be utilized. Contact center applications of system 100 typically include many more workstations of this type at one or more physical locations, but only one is illustrated in FIG. 1 to preserve clarity.

A digital telephone 126 may be associated with an Agent Workstation 125. Additionally, a digital telephone 126 may be integrated into the Agent Computer 128 and/or implemented in software. It should be understood that a digital telephone 126, which is capable of being directly connected to network 115, may be in the form of a handset, headset, or other arrangement as would occur to those skilled in the art. It shall be further understood that the connection from computer network 115 to an agent workstation 125 can be made first to the associated workstation telephone, then from the workstation telephone to the workstation computer by way of a pass through connection on the workstation telephone. Alternatively, two connections from the network can be made, one to the workstation telephone and one to the workstation computer. Although not shown to preserve clarity, an agent workstation 125 may also include one or more operator input devices such as a keyboard, mouse, track ball, light pen, and/or microtelecommunicator, to name just a few representative examples. Additionally, besides display 127, one or more other output devices may be included such as a loudspeaker(s) and/or a printer.

FIG. 2 is a flowchart illustrating an embodiment of the process. The process 200 may be operative in the system 100 (FIG. 1). In one embodiment, the process 200 may occur concurrently with process 300 as described in FIG. 3. The process 200 loops in a continuous cycle which may be based on a time period, the assignment of an interaction, or any other event that may require a new prediction to be made. The process 200 may be triggered at any point that a user's interactions with a point of service may be monitored. Any system that sends information about user navigation and the appropriate requests may trigger the logic. Such information from process 300 may be used to triggers operations within process 200. Other examples of triggers may include but not be limited to: agent status, agent login and logout, number of interactions active with each agent, time each agent is active with the interactions, after call work being performed, an auxiliary work state, other work agents might be performing, compliance information from work force management, future schedule changes from workforce management systems, and forecasts of current and future interaction activity.

In operation 205, the number of free agents is predicted. For example, in one embodiment agent answer history may be used to predict when agents will be free and for the duration of time they will be free. The length of time that an agent is free may be re-evaluated with every agent change of state. For example, if an agent is busy, the amount of time that the agent remains in this state is monitored and used for evaluation along with other changes in state to determine how long an agent may be free. In another embodiment, a set period may be monitored for agent statuses to determine the length of time an agent is free. Any sort of prediction mechanism may be used, such as a predictive dialer in a call center, which may use statistics regarding each agent's passage through the various stages of an active call. Control is passed to operation 210 and the process 200 continues.

In operation 210, a multiplier is applied. For example, the acceptance rate of a user accepting an offer may have a multiplier to determine how many or how few invitations to make based on agent availability. Control is passed to operation 215 and the process 200 continues.

In operation 215, reservations are set aside. For example, a number of reservations may be set aside such as some number of ‘x’ agents to fill a number ‘y’ of offers to distribute. Control is passed to operation 220 and the process 200 continues.

In operation 220, invitations are extended. For example, an offer is delivered to a user at the point of service. A prompt or dialog may ask a user browsing a website if they want to immediately connect to a company representative via a Chat, Instant Message, or telephone call. The process 200 ends.

FIG. 3 is a flowchart illustrating an embodiment of the process. The process 300 may be operative in the system 100 (FIG. 1). The process 200 overlaps with the process 300. The process 300 may utilize the information from the back-end agent predictions and triggers the operations in process 200. The process 200 may loop in a continuous cycle each time an assignment of an offer is made. Process 300 then cycles if is determined that offers are to be distributed.

In operation 305, a user visits a point of service. For example, a user may navigate to a webpage and click on links on the webpage. By clicking on links, interest in a product, service, or more information, may be exhibited. Control is passed to operation 310 and the process 300 continues.

In operation 310, it is determined whether or not the user is interested. If it is determined that a user is interested, control is passed to operation 320 and the process 300 continues. If it is determined that a user is not interested, control is passed to operation 315 and the process 300 continues.

The determination in operation 310 may be based on any suitable criteria. For example, it may be determined if a user is interested based on the number of links selected on a webpage. A user may select several links on a page if they are interested in learning more information about a particular product or service. Users who are not interested, may simply leave the page. In another example, a user may navigate to a web page and pause for a time period. This pause may be construed to indicate that the user needs assistance and may trigger an invitation. Other factors may be considered, such as the time spent on a webpage.

In operation 315, no invitations are made and the process 300 ends.

In operation 320, the status of a queue or routing context is obtained. For example, the web processor polls the server to obtain the status of a queue or routing context of interest. In at least one embodiment, the routing context or queue may be of interest because it has been recently queried. Control is passed to operation 325 and the process 300 continues.

In operation 325, it is determined whether or not the queue has capacity. If it is determined that the queue has capacity, control is passed to operation 335 and the process 300 continues. If it is determined that the queue does not have capacity, control is passed to operation 330 and the process 300 continues.

The determination in operation 325 may be based on any suitable criteria. For example, factors may be considered such as the number of acceptances, how many agents are free, etc. The information is based on a statistical calculation to determine how many offers to hand out and if the queue has the capacity to handle these. Such a statistical calculation may be made using those known in the art. For example, the acceptance rate prediction algorithms generally used in automatic dialing systems may be used. Aggressiveness calculations may also be used to determine the risk multiplier for the risk of abandoned calls versus offers.

In operation 330, no invitations are made and the process 300 ends.

In operation 335, the duration of interest is sent. For example, the processor may send the “duration” of interest so that the predictive algorithm may know the span of time it is covering. A “duration” of interest may comprise how frequently the system expects to update the results. Control is passed to operation 340 and the process 300 continues.

In operation 340, the request is processed and control is passed to operation 345. The process 300 continues.

In operation 345, a handle is returned. For example, the processing operation may return “HowManyChatsToOffer”, “HowManyChatsToAccept”, “HowLongToOffer”, etc., from a cache. In another embodiment, calls may be offered instead of chat. If a call is offered, then a power-dial may occur from the dialer. The handler may then return “HowManyCallsToOffer” or “HowManyCallsToAccept” if a call is offered. In at least one embodiment, tokens may be used. For a current query for the status of a queue or future requests up to the next polling time indicate that offers may be made to no more than “ToOffer” less the number of “HasAccepted” while “HasAccepted” is less than or equal to “ToAccept” for each media type.

If “HowMany*ToOffer” is greater than zero, and “HowMany*ToAccept” is greater than zero, then a token may be allocated to represent any outstanding invitations for a media type. The “ToOffer” handle from the call or chat may be decremented that are non-zero. For any allocated tokens, the Boolean operator “true” or “false” may be returned for the “CallOffer” or “ChatOffer” in the web queue status, which may indicate whether the user is entitled to a chat or to a call, or both. For example, “CallOffer=false, ChatOffer=true” may indicate a chat offering while “CallOffer=true, ChatOffer=false” may indicate a call offering.

A wait may then occur for the web user up to “HowLongToOffer”. If a response of “AcceptCall” or “AcceptChat” is returned as true, then handle “HowMany*Accept” of the call or chat that was accepted may be decremented. For any unused tokens, the matching “HowMany*Offer” is incremented and the token is disposed of. Tokens may be unused due to timeout, an offer rejection, or use of only the call or the chat. Control is passed to operation 350 and the process 300 continues.

In operation 350 it is determined whether or not the customer accepts a communication. If it is determined that a customer accepts the communication, control is passed to operation 360 and the process 300 continues. If it is determined that a customer does not accept the communication, control is passed to operation 355 and the process 300 continues.

The determination in operation 350 may be made based on any suitable criteria. For example, a customer may trigger acceptance by opting to receive a communication such as a call or chat from an agent. Declining an invitation may be done by the customer manually, or if may be done automatically by the system. A time out may be triggered if a customer does not decline or accept an offer within a specified period of time. This may be a predetermined period lasting seconds or longer, depending on the desired limits. The system may treat a time out the same as a decline and decrease the pending offers count. Decreasing the pending offers count may allow the system to make more offers.

In operation 355, the cache updates the state of the handle and alters a number of offerings and a number to accept. For example, when the web processor receives the results, the cache is updated with the value of the handle such as “HowManyCallsToOffer” or “HowManyChatsToAccept”. An offer is then freed up for redistribution. In one embodiment, a check is performed to determine if the accepted limit of interactions have been accepted. If the accepted limit has been reached, the any outstanding offers may be revoked early in order to avoid having more offers accepted than available agents. The process 300 ends.

In operation 360, a communication is sent. A communication may be sent in a manner specified by the user. For example, a chat may be performed through the User Interface or alternatively, a customer may elect to receive a telephone call from an agent. Control is passed to operation 365 and the process 300 continues.

In operation 365, the cache updates the state of the handle and alters a number of offerings and a number to accept. For example, when the web processor receives the results, the cache is updated with the value of the handle such as “HowManyCallsToOffer” or “HowManyChatsToAccept”, for example. A value may vary depending on the implantation. An offer may then be freed for re-distribution. The process 300 ends.

FIG. 4 is a sequence diagram illustrating an embodiment of the process with the acceptance of an offer. The vertical axes correspond to Statistics and Services 405 a, Predictive Service 405 b, Web Services 405 c, Web/App Client 405 d, and the User Interface 405 e. Actions in the User Interface may trigger the need or desire to offer a live interaction 406. Statistics and Services 405 a may send information to the Predictive Service 405 b, such as the agent availability 407, wait time statistics 408, and agent handle time statistics 409. The Statistics and Services 405 a may be a constant data stream occurring in real time. The Web/App Client 405 d may send information from at least one web/app live interaction query 410 to the web services 405 c. The Predictive Service then receives availability information 411 from the web services 405 c. The Predictive Service 405 b may compute the predicted number of agents that are expected to be available 412. The computation, in at least one embodiment, may be performed using an expected acceptance rate, the predicted number of agents available, and/or a maximum time limit for an offer duration. The Predictive Service then returns agent availability 413 to the web services 405 c. Offer Tokens may be allocated 414. The Web Services 405 c may return a live offer to chat or call to the number of live agents 415 to the Web/App Client 405 d. A live interaction invitation 416 is indicated to the User Interface 405 e.

A timeout may occur in which pending live offers may be canceled. The Web Services 405 c may wait up to the time limit for the maximum offer duration to cancel such pending live offers 417. A cancel status 418 is then returned to the Web/App Client 405 d. The Live Interaction Offer status 419 is then updated.

If a User accepts 420 an offer, then the web/app client 405 d may indicate such acceptance of the live offer 421 to the Web services. If such an offer is not canceled, then the pending offer count may be decremented or pending offers may be cancelled 422. Web Services 405 c sends accepted offers and cancelled offer status 423 to the web/app client 405 d. A live interaction may be initiated if it has been accepted 424.

FIG. 5 is a sequence diagram illustrating an embodiment of the process with the decline of an offer. The steps are similar to those of FIG. 4, except that the user declines an offer 505. The Web/App Client 405 d may indicate to Web services 405 c that the live offer has been declined 506. The system may decrement the pending offer count and offer again any free offers 507. A cancel status 508 is sent to the web/app client 405 d. Alternatively, instead of a decline by a user, a time-out may occur which may be treated in a similar manner. A time out may be triggered if a customer does not decline or accept an offer within a specified period of time. The system may decrease the pending offer count in a similar manner as step 507 and perform a re-offer. In another embodiment, if an open offer can be managed by the system without having to expire said offer, the original offer may also be extended.

While the invention has been illustrated and described in detail in the drawings and foregoing description, the same is to be considered as illustrative and not restrictive in character, it being understood that only the preferred embodiment has been shown and described and that all equivalents, changes, and modifications that come within the spirit of the invention as described herein and/or by the following claims are desired to be protected.

Hence, the proper scope of the present invention should be determined only by the broadest interpretation of the appended claims so as to encompass all such modifications as well as all relationships equivalent to those illustrated in the drawings and described in the specification. 

1. A method for controlling invitations to users through points of service comprising the steps of: a. allowing one or more invitations fitting an interaction profile to be distributed; b. optimizing a number of invitations; and c. performing an analysis to determine if a limit of accepted pending invitations is reached.
 2. The method of claim 1, wherein step (b) further comprises the steps of: a. determining a number of reservations of invitations to be made; b. determining a number of invitations that are accepted by a user; and c. setting a duration of time for an invitation to remain valid.
 3. The method of claim 2, wherein step (b) further comprises at least one of the following steps: a. reevaluating a contact list; and b. expiring the reservations outstanding.
 4. The method of claim 2, wherein step (a) further comprises the steps of: a. examining at least one agent history to determine when said at least one agent will be available; and b. examining an agent history to determine how long said agent will be available.
 5. The method of claim 4 further comprising the steps of: a. basing a prediction on a configurable time window to reduce computation load; and b. using a predictive dialer to make said prediction.
 6. The method of claim 4, wherein the steps are continuously performed over a time period.
 7. The method of claim 6, wherein the time period is based on agent status changes.
 8. The method of claim 6, wherein the time period is based on increments of time.
 9. The method of claim 5, wherein step (b) further comprises the step of: a. using aggressiveness factors within said predictive dialer to factor in an allowable number of invitations to be made in making a prediction.
 10. The method of claim 5, wherein step (b) further comprises the step of: a. using abandon limit factors to decrease the aggressiveness of invitations extended to achieve desired abandon limits in making a prediction.
 11. The method of claim 5, wherein step (b) further comprises the step of: a. using categorization of calls allowing incorporation of information into statistical groups to make a prediction.
 12. The method of claim 1, wherein step (c) further comprises the steps of: a. revoking outstanding invitations if the accepted limits are reached; and b. performing recalculations to determine if invitations can continue to be made based on at least one of current agents and future predictions.
 13. The method of claim 1, wherein step (b) is guided by the interactions of step (a).
 14. A method for controlling invitations to users through points of service comprising the steps of: a. predicting a number of free agents at a point in the future; b. applying a multiplier to said number of free agents to determine a number of invitations to make based on agent availability; c. setting aside a number of reservations of invitations; and d. distributing invitations to users.
 15. The method of claim 14, wherein step (a) further comprises the step of: a. examining at least one of agent history and current agent activity to predict at least one of when an agent will be free and for the duration of time said agent will be free;
 16. The method of claim 15, wherein the agent history comprises the agent handle time history for specific interaction types.
 17. The method of claim 15 wherein the agent history comprises state changes.
 18. The method of claim 14, wherein step (a) further comprises the step of: a. optimizing software to determine further agent availability based on at least one of workload and agent schedules.
 19. The method of claim 14, wherein step (a) further comprises the steps of: a. monitoring a set period for agent statuses to determine a length of time an agent is free.
 20. The method of claim 19, wherein the agent statuses comprise at least one of: agent state, contact handle time, and activity.
 21. The method of claim 14 wherein the number of reservations in step (c) comprise a number of agents to fill a number of invitations to distribute.
 22. The method of claim 14 wherein step (d) further comprises the step of: a. providing an option to chat via a text box with an agent to a user.
 23. The method of claim 14 wherein step (d) further comprises the step of: a. providing an option to instant message with an agent to a user.
 24. The method of claim 14 wherein step (d) further comprises the step of: a. providing an option to receive a real time communication from an agent to a user.
 25. The method of claim 14, wherein step (d) further comprises the step of: a. determining at least one of: whether an agent can handle more than one interaction, whether an agent can handle more than one type of interaction, and which agent can handle said interaction.
 26. The method of claim 14 further comprising the steps of: a. determining whether or not a user may be interested in receiving an invitation; b. providing an invitation if the user is interested; c. obtaining a status of a queue; d. determining whether or not the queue has the capacity to provide an invitation; e. sending a duration of interest if the queue has the capacity to provide an invitation; f. processing a request to allow routing of an invitation; g. returning a handle; h. determining if a user has accepted an invitation; i. updating a cache with results; j. sending a communication to a user; and k. updating a cache with results.
 27. A method for controlling invitations to users through points of service comprising the steps of: a. computing a number of predicted available agents using at least one of: an expected acceptance rate, a maximum time limit for an invitation to remain available, and agent availability; b. allocating a number of invitation tokens; c. returning a live invitation to a user via a method of communication; and d. determining if a user has accepted an invitation.
 28. The method of claim 27 further comprising the steps of: a. decrementing a pending invitation count if a user has accepted an invitation; and b. cancelling a pending invitation.
 29. The method of claim 27 further comprising the steps of: a. decrementing the pending invitation count if a user has not accepted an invitation; and b. making a new invitation.
 30. The method of claim 27 further comprising the step of: a. extending a time limit for an invitation to remain available if a user does not accept said invitation during said time limit for an invitation to remain available.
 31. The method of claim 27 further comprising the step of: a. repeating reevaluation of an allocated invitation token time limit for expiration.
 32. The method of claim 27, wherein said method of communication comprises sending a chat via a text box.
 33. The method of claim 27, wherein said method of communication comprises sending a telephone call.
 34. A system for controlling invitations to users through points of service comprising: a. means for allowing one or more invitations fitting an interaction profile to be distributed; b. means for tracking a number of invitations; and c. means for performing an analysis to determine if an accepted pending invitation limit is reached. 